K–12 Retirement Advisor: Build Your Independent Practice

Teacher's Pension and Insurance Services; Odessa (TX); On-site; USD 50,000 - 75,000; Full time

Job summary

Teacher's Pension and Insurance Services is seeking a Financial Advisor – K–12 Retirement Specialist to build a six-figure practice serving educators through 403(b) and 457(b) plans. This 1099, commission-based role offers leads, training, and back-office support in a flexible, field-based environment.

You will conduct retirement counseling, lead pension education seminars on site, and enroll clients while receiving full back-office support and ongoing mentorship.

Qualifications

• Must have Life Insurance license and Series 65 or willing to obtain quickly.
• Strong sales experience with consultative approach.
• Comfort presenting to groups of 10–15 attendees.
• Self-motivated with excellent communication skills.
• Clean background and E&O coverage.

Responsibilities

• Conduct one-on-one retirement counseling for K–12 school employees.
• Lead on-campus pension education seminars during school hours.
• Enroll clients in 403(b), 457(b), and other plans.
• Provide ongoing client service and relationship management.
• Work within a defined territory with generated leads.

Skills

Life Insurance License

Series 65

Sales experience

Public speaking

Territory sales

Job description

Teacher's Pension and Insurance Services is seeking a Financial Advisor – K–12 Retirement Specialist to build a six-figure practice serving educators through 403(b) and 457(b) plans. This 1099, commission-based role offers leads, training, and back-office support in a flexible, field-based environment.

You will conduct retirement counseling, lead pension education seminars on site, and enroll clients while receiving full back-office support and ongoing mentorship.